Reassign a Task
Not Started

User Story:
As a GreenGuardian CRM Director, I need the system to transfer open "Acquire Plants" tasks from a departing manager to the incoming manager, so that the new manager is informed of all outstanding tasks.

Acceptance Criteria:

  • When a garden's manager is updated to reassign a manager, any task record that meets this criteria should also be reassigned
  • Status: Not "Completed"
  • OwnerId: The previous manager
  • Subject: Acquire Plants
  • WhatId: The garden's Id

Example Scenarios:

  • When Lauren takes over for Michael as the manager of Evergreen Gardens, Michael's open task is reassigned to Lauren
  • When Adam takes over for Steven, Steven's completed task remains assigned to Steven.